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Excited to share that #LatentMAS# has been accepted to ICML 2026 as a spotlight! 💻Code: 📄Paper: We push multi-agent collaboration into the latent space — beyond human language. Most multi-agent systems rely on text: agents reason in words, exchange messages, and repeatedly decode/re-encode information. But language can be slow, lossy, and unnecessarily constrained. 💡LatentMAS takes a different path: LLM agents reason and communicate directly through hidden embeddings. No text decoding. No extra training. No token-level message passing. Instead, agents collaborate through: 🧠 Autoregressive Latent Thoughts — hidden-state-level reasoning steps 🔁 Latent Communication — information sharing via KV-cache transfer 📌 Input-output Alignment — keeping latent representations in-distribution 🚀 Training-free Collaboration — plug-and-play with existing LLMs Why it matters: ✅ Up to +14.6% better accuracy on complex reasoning tasks ⚡ 4-4.6x faster end-to-end inference ✂️ 70.8%–83.7% reduction in output token usage A step toward multi-agent systems that collaborate not by speaking more, but by thinking together in latent space. #MultiAgentSystems# #ModelCollaboration# #LatentReasoning# #LLM# #AgenticAI# #ICML#

卧槽，兄弟们！AI硬件已经干翻10倍了，软件却还在地板上趴着！ 这才是超级周期下半场真正的核弹机会！我直说很多人不敢说的真实感受：Nvidia涨10倍、存储涨10倍、光互连涨10倍…… 结果你打开手机，有哪个AI应用让你真觉得“卧槽，这直接重塑我的工作”？ 硬件的狂欢是真实的，但应用层的狂欢还没开始！ 这焦虑感我有，你肯定也有。 但焦虑就是不对称赔率的信号——所有人都在抢GPU的时候，软件还没动！ AI浪潮三阶段，记住了：第一阶段（2023-2026）：卖铲子的时代 已结束 Nvidia、AMD、存储、光互连通通吃饱第二阶段（2026-2027）：平台+入口之战 正在爆发 谁掌握数据和调用入口谁赢第三阶段（2027+）：应用层真金白银 即将引爆 谁有真实用户和真实收入谁称王现在就是从第一阶段冲向第二阶段的最爽过渡期！ $DOCN（DigitalOcean） 三个月前还被叫“廉价云”，现在单日拉40%直接翻倍！ 为什么？AI初创公司要便宜、灵活、低延迟的推理接口，AWS太贵、GCP太复杂，它刚好卡位。 AI客户ARR 1.7亿，同比暴增221%！ 标签已换：从廉价云 → AI推理首选平台！白嫖党福音！$TEAM（Atlassian） 所有人都说AI要干掉Jira，结果AI Agent反而把Jira当命根子！ Agent需要企业真实数据和上下文，全在Jira+Confluence里。 Rovo上线后，用Rovo的客户增速是非用户的2倍，AI把护城河直接焊死了！ 即将引爆的两个重磅：$SNOW（Snowflake） 企业AI Agent的大脑控制层！ 5月27日财报看三件事：产品收入、RPO增速、AI工作负载。 全超预期的话，SNOW就是下一个DOCN！现在低位磨底就是送分题。$CRM（Salesforce） Agentforce ARR已经8亿刀，同比169%！ 不是画饼，是真金白银企业在付钱！ 还能跨系统执行，Google Workspace、BigQuery、ServiceNow全打通。 这不是工具，这是企业工作流的新入口！ 最被低估的暗线（通信基建）：AI Agent越多，通信调用就越爆炸！ AI客服要打电话、发短信、做验证，每一个背后都是通信网络在扛。 $BAND（Bandwidth）：自己有全球网络，不是租的。Salesforce都选它做AI客服核心伙伴，低延迟就是命根子！$TWLO（Twilio）：语音收入同比+20%，19个季度新高！企业真金白银在买AI互动能力。我自己重仓看好：$NOW（ServiceNow）：企业IT和运营端的AI操作系统，重复工单、审批、合规全交给Agent干，AI是它的燃料不是对手！ $RDDT（Reddit）：AI最稀缺的高质量人类对话数据！Google、OpenAI都在谈授权，130附近就是铁底，数据资产王者！ $ZM（Zoom）：争议最大但赔率最高！AI Companion活跃用户暴增3倍+，Virtual Agent已处理50%客服。如果从“开会软件”变成全场景AI工作流入口……估值直接重写！ 最终总结：$DOCN、$TEAM、$CRM 等财报验证：$SNOW（5/27）、$NOW 暗线黑马：$BAND、$TWLO 高赔率反转：$RDDT、$ZM硬件是AI第一章，应用才是第二章。 第一章10倍的公司，第二章不一定是它们。 故事已经讲够了，接下来看财报里的真金白银！ 等数字一出来，就是软件股集体起飞的时候！兄弟们，硬件已经上天，软件还在低位趴着…… 你准备好上车下半场了吗？#AgenticAI# #AI应用#

Introducing Mirage, a unified virtual filesystem for AI agents! 6 weeks. 1.1M+ lines of code. We rewrote bash from the ground up so cat, grep, head, and pipes work across heterogeneous services. S3, Google Drive, Slack, Gmail, GitHub, Linear, Notion, Postgres, MongoDB, SSH, and more, all mounted side-by-side as one filesystem. Bash that AI agents already know works on every format! cat, grep, head, and wc parse .parquet, .csv, .json, .h5, even .wav! One pipe can stitch S3, Drive, GitHub, Slack, and Linear together, same Unix semantics throughout. Workspaces are versioned too. Snapshot, clone, and roll back the whole thing with one API call. A two-layer cache turns repeated reads into local lookups, so agent loops stay fast and cheap. Drop a Workspace into FastAPI, Express, or a browser app. Wire it into OpenAI Agents SDK, Vercel AI SDK, LangChain, Mastra, or Pi. Run it alongside Claude Code and Codex. Site: GitHub: #AIAgents# #OpenSource# #AgenticAI# #Strukto# #Filesystem# #VFS#

今天看AMD财报及电话会议能确认的几个关键点： 1、明确提到了服务器CPU的TAM（潜在市场总量）到2030年超过1200亿美元，苏妈原话是这么说的:“基于我们目前观察到的需求信号，以及智能体AI(AgenticAI)驱动的CPU计算需求的结构性增长，我们现在预计服务器CPU的潜在市场总量(TAM)将以每年超过 35% 的速度增长，到 2030年将超过1200亿美元。” 而25年11月分析师大会上当时预估时为约600亿美元（18%CAGR），现在是1200亿美金，35%CAGR 2、数据中心收入58亿美元首次超越英特尔：同比增长57%至58亿美元，其中服务器CPU收入同比增长超50%创历史新高。同期英特尔DCAI收入51亿美元、增速22%——AMD在数据中心领域的收入规模首次实现反超。 。从2017年Zen架构首次进入服务器市场到今天，AMD用了近10年时间完成了这个历史性的反超。 3、服务器CPU业务是最大亮点——连续第4个季度创收入记录，同比增长超50%。云和企业客户各增长超50%，EPYC驱动的云实例数同比增长近50%至超过1600个。5代EPYC Turin的爬坡和4代Genoa的持续出货共同推动了增长。苏妈特别指出，增长主要由出货量驱动而非提价，ASP的提升更多来自产品组合和核心数的增加。 4、服务器CPU的故事正变得越来越有说服力。TAM从600亿翻倍至1200亿本身就是一个值得停下来消化的数字。管理层的逻辑链很清晰：Agentic AI的普及→推理量爆发→每个agent需要CPU来编排和处理数据→CPU与GPU的配比从1:4提升到1:1甚至更高→CPU TAM倍增。Q2服务器CPU收入指引同比增长超70%，全年增长轨迹还在加速。 4月中的这篇推文，也有详细聊到CPU在Agent时代关键位置提振的底层逻辑，也给到个人认为利好的标的，今天都在爆发，连A股的海光信息都涨停了20%一根大阳线。 现在看CPU这个趋势还在加强

两年前，我拉了个 AI 群。 群里主要是几乎所有华人AI项目创始人，基金机构，研究员，大家分享内幕，组队干项目。那会儿应该是国内最早的Agent狂欢前夜。 后来周期来了。有人赚翻，有人忙于build，有人对AI少了热情，我决定解散群，去想我要做的群到底是为了什么目的。 但今天，#AgenticAI# 真正要爆发了。 这波机会比2023年的LLM热潮更大、更快、更卷。 我决定重启。 全新的群，只为还在真刀真枪干活的人准备： ✅严控人数与质量，欢迎一线做Agent / infra / 应用或对币圈有真正信念的人，每天高价值分享 ✅核心议题：2026 Agent爆发前怎么position 你的仓位？哪些技能是我们必须要有的？外面世界纷纷扰扰，大家都在真正在用AI做什么？ 还在all in Agentic、想抱团/找合伙人/找灵感的，私我或评论区告诉我你想如何参与这个群。 2026，#ALLinAI#

LATEST: 🤖 The American Arbitration Association launched a "legal layer" for agentic AI commerce, giving AI agents a dispute resolution framework for when transactions go wrong.

🚀I'm excited to share that I will be joining Meta Superintelligence Labs (MSL) as Vice President of AI Research, together with many members of the Virtue AI team. I will help shape Meta's AI safety and AI security efforts, advancing the safety and security of frontier AI models and agentic AI systems that will serve billions of people and organizations around the world. Throughout my career, I have been driven by a simple belief: for AI to realize its full potential, it must be secure, trustworthy, and beneficial. That belief has guided my research for many years and ultimately led us to co-found Virtue AI in 2024. Our goal was to translate advances in trustworthy AI research into practical solutions and build the trust layer for AI systems and agents, enabling organizations to deploy AI with confidence. I am incredibly proud of what the Virtue AI team has accomplished. Together, we built technologies for AI security and agent security, partnered with leading enterprises and frontier AI labs, and contributed research, benchmarks, and open platforms that have helped advance the science and practice of trustworthy AI. Most importantly, we assembled an exceptional team united by a shared mission: making AI more secure, trustworthy, and beneficial. I am deeply grateful to our team, customers, collaborators, advisors, and investors for their trust and support throughout this journey. In particular, I would like to thank Lightspeed Venture Partners, Walden Catalyst Ventures, Prosperity7 Ventures, Factory, Osage University Partners, Lip-Bu Tan, and all of our supporters who helped us turn an ambitious vision into reality. Your trust, guidance, and partnership have been instrumental in shaping Virtue AI's journey. As AI systems become increasingly capable and autonomous, ensuring their security, trustworthiness, and alignment will be one of the defining challenges of our time. I am inspired by Alex, Nat, Prashant, and the broader MSL team’s vision of building AI and AI agents that benefit billions of people, and I look forward to helping make that vision a reality through advances in AI safety and security. The future of AI will not be defined solely by how intelligent our systems become, but by how secure, trustworthy, and beneficial we make them. I believe we have an extraordinary opportunity and responsibility to shape that future together and bring the benefits of AI to billions of people around the world. We're just getting started. If you're passionate about advancing frontier AI while building the foundations of AI safety, security, and trust, I'd love to hear from you. Come join us on this extraordinary journey to help shape the future of AI.

英特尔 CEO 陈立武说了一个细节， 我觉得很多人没注意到： AI 训练阶段，CPU 和 GPU 的比例是 1:8 现在进入推理和 Agentic AI 阶段 这个比例正在变成 1:4，甚至 1:1 如果这个趋势是真的 英特尔的处境比大多数人想象的要好得多

Mary Martin (Managing Director and Senior Partner, BCG) on the new episode of The Next Five featuring Scott Wiltamuth (Director of Software Development for Agentic AI and Automated Reasoning, AWS) and Varun Chitkara (Senior Vice President of Global Product & Technology, ADP).